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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,351 | $157,296+273.4% | $141,191+316.0% | $152,897+284.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.78% | 64.34%-44.6pp | 71.41%-51.6pp | 345.43%-325.7pp |
| Employer contribution / active EE | $11,000 | $5,262+109.0% | $4,736+132.3% | $4,764+130.9% |
| Participant deferral / active EE | $11,293 | $7,111+58.8% | $6,710+68.3% | $5,851+93.0% |
| Admin fee / account holder | $5,263 | $12,125-56.6% | $10,264-48.7% | $11,599-54.6% |